87 episodes

Every other Friday Michael Williams & Taylor McGowen will share financial insight as two CERTIFIED FINANCIAL PLANNERS™ with different generational perspectives. Maybe we'll even bring in a guest speaker too! Provided to you by ALTIUS Financial Inc.

Capitalize Your Fridays‪!‬ ALTIUS Financial Inc's Michael Williams CFP® & Taylor McGowen CFP®

    • Business
    • 5.0 • 3 Ratings

Every other Friday Michael Williams & Taylor McGowen will share financial insight as two CERTIFIED FINANCIAL PLANNERS™ with different generational perspectives. Maybe we'll even bring in a guest speaker too! Provided to you by ALTIUS Financial Inc.

    Tick Tock, Tik Tok?

    Tick Tock, Tik Tok?

    Let's talk Tik Tok. Is Tik Tok going to get banned? And does even apply to me if I'm not a current user? Mike and Taylor dive into the Tik Tok news and what this could mean for different areas of the US economy.

    • 29 min
    The Tipping Point

    The Tipping Point

    We want to look after our service professionals, but has
    Tipping gotten out of hand? Mike and Taylor cover what’s
    the big issue with tipping? What’s typical for tip protocol? And more.

    • 17 min
    Relationships & Retirement

    Relationships & Retirement

    In this episode, Mike and Taylor cover the top 3 relationship risks when transitioning into retirement.


    Retirement vision and timeline for that vision
    Financial harmony
    Health and longevity

    • 35 min
    RMDs... What Are These?

    RMDs... What Are These?

    What's an RMD and why do I have to pull money from my account each year? Or do I? In this episode, Mike and Taylor dive into these common questions about required minimum distributions (RMDs), how they're calculated, and the history of them.

    • 23 min
    ABCs of Business Entities

    ABCs of Business Entities

    ABC’s it’s easy as… wait, no, what business Entity is best for me? In this episode, Mike and Taylor review what a business entity is and the different types of business entities.

    • 28 min
    Are You Behind On Your Finances?

    Are You Behind On Your Finances?

    Where do you fall on the financial readiness scale? This episode answers questions many of our listeners may have regarding their current financial security relative to social norms.

    • 39 min

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